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Principal Financial Group

700 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+16
Holders Change %
+2.34%
% of All Funds
12.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
223
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
576
Plante Moran Financial Advisors
Michigan
$43K +$8.02K +111 +23%
HBW
577
Hazlett, Burt & Watson
West Virginia
$42K
EWA
578
EverSource Wealth Advisors
Alabama
$42K +$1.02K +14 +3%
SIA
579
Sit Investment Associates
Minnesota
$41K -$35.4K -497 -46%
SWA
580
Sutton Wealth Advisors
Florida
$40.8K -$4.69K -65 -10%
NICM
581
Neo Ivy Capital Management
New York
$40K +$40K +550 New
SV
582
Stilwell Value
New York
$39K
PO
583
Private Ocean
California
$39K
GFPC
584
Global Financial Private Client
Florida
$37.8K
AIM
585
Anchor Investment Management
South Carolina
$37.1K
CWA
586
Clearview Wealth Advisors
Oregon
$37K
TC
587
Truvestments Capital
Florida
$36K
Kayne Anderson Rudnick Investment Management
588
Kayne Anderson Rudnick Investment Management
California
$35K
AAP
589
Arax Advisory Partners
Colorado
$35K
Pacer Advisors
590
Pacer Advisors
Pennsylvania
$34K -$305K -4,245 -90%
GWS
591
Glassman Wealth Services
Virginia
$34K -$2.95K -41 -8%
ODG
592
O'Dell Group
Ohio
$34K
TPCW
593
TD Private Client Wealth
New York
$32.8K +$5.2K +72 +19%
HI
594
Hudock Inc
Pennsylvania
$32K +$142 +2 +0.4%
AssetMark Inc
595
AssetMark Inc
California
$31K
BIA
596
Bell Investment Advisors
California
$30K +$366 +5 +1%
WWP
597
WR Wealth Planners
Missouri
$29.2K +$216 +3 +0.7%
RTC
598
Riverview Trust Company
Washington
$29K
TFA
599
Toth Financial Advisory
Virginia
$29K +$3.94K +55 +16%
MA
600
MCF Advisors
Kentucky
$28K